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- Tasks: Provide independent financial planning advice and grow your client bank with support.
- Company: Join a national IFA firm focused on growth and teamwork.
- Benefits: Competitive salary, generous bonuses, private health insurance, and 28 days holiday.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in financial planning and 5 years of advisory experience required.
- Other info: Dynamic environment with strong career growth opportunities and full back-office support.
The predicted salary is between 47000 - 58000 £ per year.
Our client is seeking a Financial Planner in the Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmarks. You will be supplied with an existing client bank to take over and grow, with a full suite of back-office support from a team of Paraplanners and Administrators, plus state-of-the-art AI processes to enable you to concentrate on client-facing fact-finding and recommendation meetings.
You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client-focused Financial Planner who enjoys building strong relationships and providing excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships.
You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back-office team and AI-generated reports, formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments, and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank.
Financial Planner Requirements- You must hold a full Level 4 Diploma in financial planning or equivalent.
- Ideally, you should be Chartered or working towards it.
- You should have 5 years’ experience as a Financial Advisor.
- You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027.
- You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively.
- You should have a client-centric approach and dedication to doing the right thing for clients meeting their financial objectives and tax strategies.
- You should have excellent interpersonal skills, approachability, professionalism, and good IT skills.
- Competitive salary of circa £55,000 - £68,000.
- Salary increase in line with the growth of the recurring income you service.
- OTE of £75,000.
- Generous bonus scheme to reward any new business written paid monthly.
- Additional annual incentive available.
- Company benefits include private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines.
This national IFA firm with over £5bn of AuM is looking to significantly grow their business and recognises that achieving such growth and success is dependent on having the right people in the business. As such, they are looking to build a strong team of passionate and skilled team members.
Locations: Kenilworth
Apply now to start your application process.
Financial Planner in Kenilworth employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Kenilworth
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in your area. Attend local events, join online forums, or even hit up social media groups. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! When you meet potential clients or colleagues, don’t be shy about sharing your knowledge. Offer insights on cash flow modelling or tax strategies. This not only showcases your skills but also builds trust and rapport with those you want to work with.
✨Tip Number 3
Leverage our website! Apply directly through StudySmarter to streamline your application process. We’ve got all the tools you need to make your application stand out, plus we’re here to support you every step of the way.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your enthusiasm for the role and how you can help grow their client bank.
We think you need these skills to ace Financial Planner in Kenilworth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant achievements that showcase your ability to grow a client bank through referrals.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this Financial Planner role. Share specific examples of how you've built strong client relationships and provided excellent service in your previous roles.
Showcase Your Client-Centric Approach: In your application, emphasise your dedication to understanding clients' financial goals. Mention your experience with cash flow modelling and how it has helped clients achieve their objectives.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and strategies. Brush up on your knowledge of cash flow modelling, IHT liabilities, and the latest budget changes. This will not only show your expertise but also demonstrate your commitment to helping clients achieve their financial goals.
✨Showcase Your Client-Centric Approach
During the interview, highlight your experience in building strong client relationships. Share specific examples of how you've successfully grown a client bank through referrals and exceptional service. This will resonate with the company's focus on client satisfaction and relationship-building.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and financial planning acumen. Practice articulating how you would handle various client situations, such as addressing investment concerns or creating tailored financial strategies. This will help you stand out as a proactive and knowledgeable candidate.
✨Familiarise Yourself with Their Tools
Since the company uses state-of-the-art AI processes and has a dedicated back-office support team, make sure you understand how these tools can enhance your role. Be ready to discuss how you would leverage these resources to improve client interactions and streamline your workflow, showing that you're ready to hit the ground running.
